Act as the primary contact for all Nondiscrimination Testing (NDT) and Form 5500 related services
Engage and establish a relationship with Plan Sponsors
Provide education and consultation for NDT, Form 5500, PYES, and other special testing services
Handle plan year end summary reporting, annual compliance testing, Form 5500 completion, and audit support for the plan’s year-end audit
Initiate and maintain the relationship between the Plan Sponsor and TRS
Collaborate with various groups within Fidelity to ensure smooth year-end testing and processing

Bachelor’s Degree or equivalent is required – preferably in Math, Finance, Accounting, Business or other related field
Defined Contribution client service experience required including consultation, ability to handle intensified issues, provide sales support and assist in implementing services
ASPPA credentials (a plus)
Excellent oral and written communication skills explaining sophisticated regulatory topics with any audience, tailoring delivery to the audience
Leading the client experience and collaborating to gain consensus
Strong ability to balance and prioritize client work, internal project work, and other responsibilities
Strong organizational skills and ability to supervise at-risk client relationships
Research topics independently and deliver solutions on complex regulatory issues
Contribute to thought leadership while leading and driving initiatives across the department and organization
Work with multiple levels of Fidelity and possess good presentation skills
Assist with plan design discussions, implementation review and explore process improvements
Educating clients regarding their plan’s test results
Set proper expectations for new clients, plan sponsor contacts, and internal business partners
Lead the testing service team to find solutions when complex issues or errors arise
Build the confidence of clients in Fidelity’s services by offering solutions to test failures

Manager, Compliance

Key skills